Blog

News, podcasts and insights for you

How to Prepare Your 401(k) Plan for SECURE 2.0 Changes

September 13, 2023 401(k) 401(k) for business

The SECURE 2.0 Act of 2022 (SECURE 2.0) made significant changes to 401(k) plans intended to expand coverage, increase retirement savings, and simplify distribution rules. It’s critical that small business owners understand these changes and how to position their 401(k) plans to take advantage of or navigate around them. Some provisions are …

Estate Planning General Planning Insurance

Mistakes Your Financial Advisor Can Prevent

August 4, 2023 financial advisor financial advisor richmond

Sometimes, your financial life can look like this. You have an amazing estate planning attorney, a great CPA, a competent investment manager, an insurance agent ...

Investing

Federal Reserve July Meeting Comments

July 27, 2023 financial planning

On Wednesday, July 26, 2023, the Federal Reserve raised the federal funds rate from 5.25% to 5.50%. This marks the highest interest rates have been ...

General Planning

Top 4 Credit Card Features to Understand

June 12, 2023 best credit card building credit

Top 4 Credit Card Features Seeing ads for new credit cards and wondering if they may be right for you? Unsure if your current card ...

Investing

3 Strong Savings Methods: Apple’s High-Yield Savings Account and Other Emerging and Existing Savings Accounts

May 22, 2023 apple apple high yield savings account

Apple’s High-Yield Savings Account and Other Emerging and Existing Savings Accounts Introduction: In an unexpected move, Apple has recently entered the financial realm by launching ...

Investing Tax

Investing in Art Using Masterworks® – is it Worth the Hype?

May 18, 2023 art artinvesting

Investing in Art, Can Art be an Investment? Investing in Art – Masterworks® carves up the masterpieces Investing in art has long been seen as ...

EVO news

EVO Welcomes their Newest Principal, Stephen Fletcher

May 1, 2023

We are happy to announce that Stephen Fletcher, our Lead Financial Planner, is now our newest Principal. Congratulations, Stephen! Before joining EVO, Stephen worked in ...